Original filing (PDF)20251014173518NAL0007009138005

RE CAPITAL ADVISORS

Name: RE CAPITAL ADVISORS — RE CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: RE CAPITAL ADVISORS

Form 5500-SF

FILING_RECEIVED

RE CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RE CAPITAL ADVISORS.

Plan sponsor

Name

RE CAPITAL ADVISORS

EIN

45-3069918

Address

406 9TH AVE, STE. 309, · SAN DIEGO, CA · 92101

Phone

—

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

SIX DEGREES, INC.

SIX DEGREES INC 401(K) PROFIT SHARING PLAN & TRUST

$3.1M · 4 participants

PARK CITY MEMORIAL FUNERAL HOME, INC. DBA ABRAHAM L. GREEN AND SON FUN

ABRAHAM L. GREEN AND SON 401(K) SAVINGS PLAN

$3.1M · 6 participants

12 OAKS MANAGEMENT SERVICES IN

12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST

$3.1M · 1,382 participants

THE JED FOUNDATION

THE JED FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

$3.1M · 95 participants

ARALON, INC.